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PDS Planning’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

PDS Planning’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$225K Sell
2,055
-17
-0.8% -$1.86K 0.02% 446
2025
Q1 		$217K Sell
2,072
-189
-8% -$19.8K 0.02% 413
2024
Q4 		$261K Buy
2,261
+290
+15% +$33.4K 0.02% 333
2024
Q3 		$230K Buy
+1,971
New +$230K 0.02% 372